IWN icon

iShares Russell 2000 Value ETF
IWN

Overview Fund Activity

969 hedge funds and large institutions have $8.4B invested in iShares Russell 2000 Value ETF in 2025 Q1 according to their latest regulatory filings, with 58 funds opening new positions, 274 increasing their positions, 386 reducing their positions, and 116 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
969
Holders Change
-75
Holders Change %
-7.18%
% of All Funds
13.16%
Holding in Top 10
22
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-12%
% of All Funds
0.3%
New
58
Increased
274
Reduced
386
Closed
116
Calls
$68.5M
Puts
$4.45M
Net Calls
+$64M
Net Calls Change
-$1.05M

Top Buyers

1
VNIM
Vaughan Nelson Investment Management
Texas
+$178M
2
APF
Alaska Permanent Fund
Alaska
+$169M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$53.6M
4
Natixis Advisors
Natixis Advisors
Massachusetts
+$28.9M
5
PLFA
Pacific Life Fund Advisors
California
+$21.9M

Top Sellers

1
Jones Financial Companies
Jones Financial Companies
Missouri
-$101M
2
B
Bailard
California
-$65.8M
3
Morgan Stanley
Morgan Stanley
New York
-$64.5M
4
Bank of America
Bank of America
North Carolina
-$58.2M
5
Victory Capital Management
Victory Capital Management
Texas
-$35.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
BFO
851
Biltmore Family Office
North Carolina
$45K +$5.28K +35 +13%
RF
852
Roxbury Financial
New Jersey
$44.2K +$25.3K +157 +133%
ABWM
853
Alpine Bank Wealth Management
Colorado
$44.2K +$44.2K +293 New
RPA
854
Redwood Park Advisors
California
$42.3K – – –
FMTCOCP
855
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$42K – – –
UCB
856
United Community Bank
South Carolina
$41.2K – – –
CCM
857
Cloud Capital Management
Washington
$38K +$38K +257 New
CT
858
Clearstead Trust
Maine
$36.4K – – –
S
859
SignatureFD
Georgia
$35.5K -$78.3K -519 -69%
AG
860
AmeriFlex Group
Nevada
$35K -$6.8K -45 -16%
AIC
861
Archer Investment Corporation
Indiana
$34.9K – – –
SFA
862
Semmax Financial Advisors
North Carolina
$33.7K +$149 +1 +0.4%
MMCM
863
Murphy & Mullick Capital Management
New York
$32.6K – – –
TCM
864
TruNorth Capital Management
Michigan
$32.6K – – –
CIAS
865
Capital Investment Advisory Services
North Carolina
$32.6K +$20.4K +135 +167%
SL
866
Salomon & Ludwin
Virginia
$32.3K – – –
DFA
867
DHJJ Financial Advisors
Illinois
$31.9K +$12.8K +85 +67%
GEA
868
Glen Eagle Advisors
New Jersey
$31.7K – – –
SIS
869
Sound Income Strategies
Florida
$31.7K – – –
PK
870
Pflug Koory
Nebraska
$31K – – –
CFO
871
CVA Family Office
Colorado
$30.8K – – –
AT
872
Avalon Trust
New Mexico
$30.2K +$30.2K +200 New
CMA
873
Cedar Mountain Advisors
Oregon
$29.9K +$17.4K +115 +139%
TFGT
874
TS Financial Group (TSFG)
Illinois
$29K – – –
BOJHT
875
Bank of Jackson Hole Trust
Wyoming
$29K – – –
33 34
35
36 37